Gordon Bob & Co Inc (Atlanta)

Gordon Bob & Co Inc is an internet adviser based in Atlanta. It manages $15.7 million of regulatory assets for 67 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Georgia.

Gordon Bob & provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Gordon Bob &: assets under management

The assets under management (AUM) of Gordon Bob & Co Inc is $15.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.33 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gordon Bob & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Gordon Bob & Co Inc

Bob P Gordon has been acting as President since 1 Jul 1996. Wylie W Burgess joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bob P Gordon	President	1 Jul 1996	75% - 100%	4347062
Wylie W Burgess	Vice president	1 Jul 1996	Other	4347071

Based in Atlanta

The principal office where Gordon Bob & Co Inc performs its advisory services is located at 1868 D Independence Square, Atlanta, GA 30338, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.